???!????DeepSeek?A?????“??”
?2??12?????(?)DeepSeek?????????????DeepSeek???,?????
??12????????????????,??????????????????????????????,DeepSeek???????,???????????????????
???????????????????;?????MSCI???
?????DeepSeek??????????,???????DeepSeek???????????,??,??????
?????,?????DeepSeek??
????????????,?????,DeepSeek??????,MSCI???1??????15%,??
“??????,???????????????????????DeepSeek????????????????”?Rajiv Batra?????????????????
?????????????????????,DeepSeek?,????????,???????66%???????????
??????????????????????:“???????????????????MSCI?14%???????,???28%?”
???????????????????:Wind
2?????12??????,A???????????0.85%?????????????????????????3346.39???,?????1.43%?????????????10708.88?????????????,?????????1.81%??????2191.76?????????????????(?)
??:????????
????? 11040202120016?
